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Klingenstein Fields Advisors Named as one of America's Top RIAs by Financial Advisor Magazine | National

NEW YORK, N.Y., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to
United States New York Kennethd Pollinger Financial Advisor Magazine Registered Investment Advisor Klingenstein Fields Advisors

Klingenstein Fields Advisors Named as one of America's Top RIAs by Financial Advisor Magazine | News

NEW YORK, N.Y., Aug. 1, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to
United States New York Kennethd Pollinger Financial Advisor Magazine Registered Investment Advisor Klingenstein Fields Advisors

Klingenstein Fields & Co. LP Has $521,000 Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Klingenstein Fields & Co. LP increased its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,875 shares of the computer hardware maker’s stock after buying an additional […]
United States Piper Sandler Quadro Nvidia Rtx Gpus Geforce Gpus Tench Coxe Robertw Baird

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SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Adirondack Trust Co.

Adirondack Trust Co. boosted its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 5.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,351 shares of the exchange traded fund’s stock after purchasing an additional 70 shares during the period. Adirondack Trust Co.’s holdings in SPDR Gold Shares were worth $248,000 […]
Wealth Network Inc Klingenstein Fields Co Gold Trust The Adirondack Trust Co Physician Wealth Advisors Inc Cyndeo Wealth Partners

Klingenstein Fields & Co. LP Has $4.79 Million Holdings in The TJX Companies, Inc. (NYSE:TJX)

Klingenstein Fields & Co. LP trimmed its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 13.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 61,161 shares of the apparel and home fashions retailer’s stock after selling 9,683 shares […]
United States Piper Sandler Scott Goldenberg Freedom Wealth Alliance Klingenstein Fields Co Morgan Stanley

Klingenstein Fields & Co. LP Cuts Stock Position in Meta Platforms, Inc. (NASDAQ:META)

Klingenstein Fields & Co. LP lessened its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 93.2% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,950 shares of the social networking company’s stock after selling 108,949 shares during the quarter. Klingenstein Fields […]
United States Jennifer Newstead Susanj Li Edward Jones Securities Exchange Commission Norges Bank

Klingenstein Fields & Co. LP Decreases Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Klingenstein Fields & Co. LP lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 31.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,207 shares of the network equipment provider’s stock after selling 5,111 shares during […]
United States Prat Bhatt Asia Pacific Raymond James Deborahl Stahlkopf Exchange Commission

Granite Bay Wealth Management LLC Increases Stake in SPDR Gold Shares (NYSEARCA:GLD)

Granite Bay Wealth Management LLC increased its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 12.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,873 shares of the exchange traded fund’s stock after buying an additional 319 […]
Gold Trust The Thomasville National Bank Exchange Commission Source Financial Advisors Meridian Wealth Partners Wealth Network Inc

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